Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-01-08 |
| OH | RA | APPROVED | 2017-10-03 |
Branch Locations
4040 Embassy Parkway Suite 280, Akron, OH 44333 • United States
Fort Myers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Hudson | OH | 04/1984 | 09/2017 |
| Raymond James Financial Services, Inc. | Akron | OH | 09/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Akron | OH | 10/2017 | Present |
| Mccauley Financial Llc | Akron | OH | 09/2017 | Present |
Name of Business: McCauley Financial LLC Address: 4040 Embassy Parkway Suite 280, Akron, OH, 44333, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/29/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Managing Partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-27 |
Reach out to this advisor